Filed November 11, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,115 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $39,181 |
ZELENKOFSKE AXELROD LLC6+ years Service code 10 · EIN 23-3022325 | Accounting | $24,175 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,179 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,102 | $105,581+59.2% | $70,449+138.6% | $90,288+86.2% |
| Participation rate | 99.2% | 77.5%+21.6pp | 75.1%+24.1pp | 73.4%+25.8pp |
| Annual return | 11.89% | 14.78%-2.9pp | 109.03%-97.1pp | 53.97%-42.1pp |
| Employer contribution / active EE | $3,965 | $3,304+20.0% | $2,737+44.9% | $2,524+57.1% |
| Participant deferral / active EE | $6,453 | $3,813+69.3% | $3,709+74.0% | $4,232+52.5% |
| Admin fee / account holder | $191 | $68+182.3% | $3,845-95.0% | $114+67.2% |